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By partnering with Expex, our channel partners improve their performance in three key areas:

CLIENT RETENTION

NEW CLIENT ACQUISITION

GROWTH IN PROFITABILITY

These are critical KPI’s for businesses that shareholders are concerned with and the Carly application addresses them directly.  By offering Carly to your existing clients, you enhance the value of the relationship you have worked hard to create. For new clients, you have a distinct competitive advantage by introducing a solution that can significantly impact the health of your client’s business.  In addition to providing a unique solution to your clients, our channel partners create a recurring revenue steam for their businesses.

Benefits to our Channel Partners:

  • Your end users will find the Carly application an invaluable tool that delivers significant value to their business. This can enhance the relationship you have with your client for years to come.
  • We have a unique product offering that separates you from your competitors. Having a product that your clients need and views as extremely valuable, delivers a competitive advantage.
  • Expex enables Channel Partners to grow their recurring revenues within their client base. With a high recurring revenue model, you can generate residual income with very little effort by marketing the Carly application to your clients and prospects.
  • The industry is large and continuing to grow. All businesses have bookkeeping requirements. With the advent of applications like Expex, it’s not “IF” your clients search out an automate bookkeeping solution, it’s “WHEN.”

Benefits to the Channel Partner’s SMB clients:

Carly is a SaaS application that is integrated with QuickBooks and 11,000 financial institutions. Simply download the application, connect to QuickBooks and your financial accounts, setup your users and you’re ready to go. Carly will start automating your bill payments, cash flow projections, notifications and a host of other bookkeeping tasks.

Benefits include:

  • Automate tasks like paying bills and managing cash flow
  • Reconcile bank and credit card accounts
  • Deliver smart alerts for tasks you need to perform
  • Provide financial visibility 24/7
  • Lower your cost of managing your finances
  • Reduce your risk of fraud
  • Prepare and deliver monthly financial statements
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